Orange County Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.89 M | $60.52 M | -2.58% | 14.19% |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 04/22/2026 | 1.06 M | $33.95 M | -3.64% | 7.96% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 497.42 K | $15.91 M | -13.38% | 3.73% |
| 05/15/2026 | 461.70 K | $14.77 M | 100.00% | 3.46% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 309.31 K | $9.89 M | -1.33% | 2.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 260.47 K | $8.33 M | 0.72% | 1.95% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 235.28 K | $7.52 M | 41.39% | 1.76% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 219.20 K | $6.26 M | -10.41% | 1.64% |
| BANC FUNDS CO LLC | 05/14/2026 | 197.54 K | $6.32 M | 0.00% | 1.48% |
| STATE STREET CORP | 05/15/2026 | 187.15 K | $5.98 M | 12.58% | 1.40% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 126.94 K | $4.06 M | 29.88% | 0.95% |
| MORGAN STANLEY | 05/15/2026 | 101.19 K | $3.24 M | 82.26% | 0.76% |
| NORTHERN TRUST CORP | 05/14/2026 | 88.71 K | $2.84 M | 3.40% | 0.67% |
| MARSHALL WACE, LLP | 05/15/2026 | 87.87 K | $2.81 M | 62.01% | 0.66% |
| BROWN BROTHERS HARRIMAN & CO | 05/14/2026 | 84.37 K | $2.70 M | 0.00% | 0.63% |
| EJF CAPITAL LLC | 05/13/2026 | 80.84 K | $2.59 M | -11.32% | 0.61% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 78.31 K | $2.50 M | 96.90% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 72.08 K | $2.30 M | 100.00% | 0.54% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 72.03 K | $2.30 M | 1.78% | 0.54% |
| 05/08/2026 | 67.80 K | $2.17 M | 100.00% | 0.51% | |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 52.57 K | $1.68 M | 100.00% | 0.39% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 50.44 K | $1.61 M | -2.81% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 47.66 K | $1.52 M | 30.38% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 47.54 K | $1.52 M | 8.05% | 0.36% |
| HSBC HOLDINGS PLC | 04/30/2026 | 46.80 K | $1.51 M | -12.13% | 0.35% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 43.10 K | $1.38 M | 101.21% | 0.32% |
| NUVEEN, LLC | 04/30/2026 | 42.35 K | $1.35 M | 37.27% | 0.32% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 37.88 K | $1.21 M | -0.93% | 0.28% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 35.00 K | $1.12 M | 0.00% | 0.26% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 34.00 K | $1.09 M | -10.53% | 0.25% |
| BARCLAYS PLC | 05/15/2026 | 33.50 K | $1.07 M | -36.26% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 32.79 K | $1.05 M | 1.14% | 0.25% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 05/01/2026 | 31.43 K | $1.01 M | 10.66% | 0.24% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 29.19 K | $933.64 K | 32.58% | 0.22% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 28.84 K | $922.34 K | 25.92% | 0.22% |
| FOURTHSTONE LLC | 05/15/2026 | 27.38 K | $875.74 K | -85.80% | 0.21% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 04/24/2026 | 27.19 K | $869.44 K | -10.98% | 0.20% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 27.00 K | $863.40 K | 0.00% | 0.20% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 24.78 K | $792.47 K | 0.00% | 0.19% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 22.90 K | $732.34 K | 169.41% | 0.17% |
| GATOR CAPITAL MANAGEMENT, LLC | 05/13/2026 | 21.57 K | $689.81 K | 5.61% | 0.16% |
| LPL FINANCIAL LLC | 05/06/2026 | 21.22 K | $678.58 K | -4.78% | 0.16% |
| CITADEL ADVISORS LLC | 05/15/2026 | 21.05 K | $673.18 K | 100.00% | 0.16% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 17.88 K | $571.67 K | 100.00% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 16.83 K | $538.17 K | 0.00% | 0.13% |
| NUMERAI GP LLC | 05/15/2026 | 15.34 K | $490.61 K | 100.00% | 0.12% |
| XTX TOPCO LTD | 05/15/2026 | 12.59 K | $402.60 K | 100.00% | 0.09% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 12.46 K | $398.31 K | -53.67% | 0.09% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 05/04/2026 | 12.20 K | $390.16 K | 0.00% | 0.09% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 11.13 K | $355.94 K | 100.00% | 0.08% |
Orange County Bancorp Inc institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of Orange County Bancorp Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.89 M
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV: 1.06 M
WELLINGTON MANAGEMENT GROUP LLP: 497,422
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 309,310
GEODE CAPITAL MANAGEMENT, LLC: 260,473
AMERICAN CENTURY COMPANIES INC: 235,280
54.06% of Orange County Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.63 M shares in the last 24 months. This purchase volume represents approximately $239.87 M in transactions.